Admin Settings

Owned by Alex Do (Unlicensed)
Aug 17, 2023
3 min read

The settings feature allows admins to set preferences and standardize information throughout the app. 

General Tab

You can set the following information in the general tab.

Contact & Display Info:

  • This is company information that will be visible to all of your users globally. 

  • It will appear in push notifications and emails to your users. 

    • Company display name: What you would like users to see on emails and notifications. 

    • Email address: The email address that users can email you at. 

    • Phone number: Your workspace's main contact number. 

Legal Agreements: these are the documents necessary for transactions between you and your clients throughout the app. 

  • You can create mandatory or optional agreements. 

  • Each agreement can be created for specific user actions: 

    • User signup

    • Company signup

    • Joining events

      • Add this agreement to specific events during event creation

    • Guests registration

    • Room booking policy

    • Leasable signup: 

      • Specifically for products requiring a leasing agreement. 

You can edit existing agreements by clicking on the change button. 

Newsfeed Categories:

Add and remove categories used to create news and events.  

SSO:

Payments:

Set payment methods available to your customers in the Payments tab.

Choose between: 

  • Stripe

  • Manual Bank Transfers

Note: spaceOS does not store credit card details. These are all stored in Stripe. 

Read more about stripe here.

Invoicing and Offers

Fill out information relevant to invoicing your customers. The data will appear on the invoices the system generates.

  • Company Details:

    • Your company's legal name. 

    • Tax ID. 

    • Address

  • Invoices Payment and Release: 

    • Set release schedules. 

    • Due dates for invoices. 

  • Footers & notes:

    • Any additional information needed on the invoices. 

  • Invoice Naming:

    • Setup names and numbers schemes

Invoice Naming

Customise your invoice titles and the numbering pattern to suit your company needs. To make it easier for you, we selected a set of variables. You will find them enclosed in ${ } like: ${invoices_00}. Note: the ${ } bracket won't show on the invoice.You can adjust the following information by choosing a variable:

  • Location:

    • location_id 

    • location_name

  • Company naming convention:

    • company_id 

    • company_name 

    • company_legal_name

  • Year: 

    • year 

    • year2 (respectively 2021 / 21)

  • Month: 

    • month 

    • month_00

  • Invoice number: 

    • invoices 

    • invoices_00 

    • invoices_000 

    • invoices_0000 

    • invoices_00000

You can also add any number of set elements before, in between, or after variables - just keep them outside the ${ } bracket.

Global and Local Settings

If you manage multiple locations you can choose to edit the settings for a specific location. 

  • Click on the drop down menu [Global Settings] and choose the location to edit. 

Note: you cannot edit multiple locations at once. Each location must be edited individually.

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